Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Una is a customer relationship management tool specifically designed for professional matchmakers, centralizing each client's profile, preferences, communications, tasks, and history into one convenient platform. This integration streamlines information that would typically be scattered across various sources like email, WhatsApp, spreadsheets, and notes. With just one click, matchmakers can effortlessly identify potential matches not only among their clients but also within their leads and the clients and leads of fellow matchmakers they team up with. Una presents a comprehensive timeline of each client's journey, consolidating every interaction — from introductions and follow-ups to feedback requests sent via WhatsApp, SMS, and email — into one accessible location. Any commitment made by a matchmaker, whether it's an introduction by a certain date, feedback following a date, or a promised follow-up, can be designated as a promise. This unique feature emphasizes client trust, as Una ensures these promises remain visible, monitors their fulfillment, and brings them to attention before they are overlooked. Furthermore, Una is equipped with additional functionalities such as customizable funnels, intake forms, package management, and automated workflows, enhancing the overall efficiency of the matchmaking process. This makes it an invaluable resource for matchmakers aiming to provide exceptional service and maintain strong client relationships.

Description

Introducing the ultimate platform for dispatching mobile healthcare services, designed to optimize the management of your mobile team while enhancing patient experiences. With Workpath, you can leave behind cumbersome spreadsheets, distracting texts about locations, and overflowing email inboxes. Say goodbye to the tedious task of matching jobs to team members, as Workpath intelligently assigns tasks to those best suited for them. Forget the endless back-and-forth texts asking, “Can you handle this job?” Workpath is specifically crafted for mobile use, enabling you to dispatch tasks, monitor progress, and communicate seamlessly with your team from virtually anywhere. Eliminate the chaos of messaging and email chains, because just like your patients, we understand that results matter. Companies that transition to Workpath see improvements in key metrics while minimizing inefficiencies. By choosing Workpath, you also secure a collaborative partner committed to enhancing your workflow and helping you acquire more business. Ultimately, this innovative solution empowers your team to focus on delivering exceptional care while achieving operational excellence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Brevo Yes 
Google Maps No 
Twilio Yes 
WhatsApp Yes 
Zapier Yes 

Integrations

Brevo No 
Google Maps Yes 
Twilio No 
WhatsApp No 
Zapier No 

Pricing Details

$49/month
Una is priced per admin seat, billed monthly.

Start — $49/admin/month
Client and match management, white-labeled with your branding, send and track introductions, smart filtering and segmentation, share profiles by web or PDF, tasks and workflow automation.

Grow — $79/admin/month
Everything in Start, plus lead and feedback collection under your brand, your own email domain, package management, a custom-designed PDF, and advanced collaboration with other matchmakers.

Pro — $179/admin/month
Everything in Grow, plus your own branded mobile app for clients, secure in-app chat, match proposals in-app, and full automation of the client experience.

Branded — contact us
A fully white-labeled version: your app in the stores, your design, no "Powered by Una" branding, custom onboarding and setup.

Free trial available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Una

Founded

2024

Country

Israel

Website

getuna.ai

Vendor Details

Company Name

Workpath

Founded

2018

Country

United States

Website

www.workpath.co

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Home Care

Billing & Invoicing Yes 
Care Plan Management No 
Caregiver Management No 
Client Management Yes 
Field Communication Yes 
Insurance Management No 
Payroll Management No 
Scheduling Yes 
Visit Verification Yes 

Medical Scheduling

Appointment Management Yes 
Billing & Invoicing No 
Drag & Drop No 
Facility Scheduling Yes 
Multi-Location Yes 
No-Show Tracking Yes 
On Call Scheduling Yes 
Patient Records Yes 
Patient Scheduling Yes 
Physician Management Yes 
Recurring Appointments Yes 
Self Service Portal Yes 
Staff Scheduling No 

Patient Engagement

Appointment Scheduling Yes 
Care Planning No 
Collaboration No 
Messaging Yes 
Mobile Access Yes 
Patient Education No 
Patient Portal No 
Personal Health Record No 
Progress Tracking No 
Self Management No 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling Yes 
Calendar Management Yes 
Class Scheduling No 
Employee Scheduling Yes 
Facility Scheduling Yes 
Group Scheduling No 
Interview Scheduling No 
Meeting Room Booking Yes 
Multi-Location Yes 
Online Scheduling Yes 
Payment Processing Yes 
Real-time Scheduling Yes 
Reservations Yes 
Resource Scheduling Yes 
Room Booking Management No 

Service Dispatch

Billing & Invoicing No 
Call Center Management No 
Contract Management No 
Customer Database No 
Inventory Control No 
Job Management Yes 
Job Tracking No 
Mobile Access Yes 
Routing No 
Scheduling No 
Self Service Portal No 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management No 

Telemedicine

Appointment Reminders Yes 
Appointment Scheduling Yes 
Chat / Messaging No 
E-Prescribing No 
For Medical Purposes Yes 
HIPAA Compliant Yes 
Multi-Provider Practice No 
Online Forms No 
Patient Queue Management No 
Practice Management No 
Remote Treatment Plans No 
Teleradiology No 
Video Conferencing No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Workforce Management

Budgeting & Forecasting No 
Contractor Management Yes 
Employee Lifecycle Management No 
Labor Projection No 
Performance Appraisal No 
Recruiting Management No 
Scheduling Yes 
Skills Tracking Yes 
Time & Attendance Yes 
Variable Workforce Yes 

Alternatives

Alternatives

Klipso Reviews

Klipso

Leni